Betterment is an online financial advisor that uses technology to efficiently manage your money and help increase returns.

As the nation’s largest independent financial advisor, we use smart technology and Nobel Prize-winning research to maximize long-term returns and help you make the most of your money—all for one low, transparent fee.

Jon Stein the CEO of online financial brokerage Betterment is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA, Chartered Financial Analyst.



Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio.

The company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime.

Betterments products also include Tax Loss Harvesting and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.

The Betterment Advisor Network™ works primarily with members of the Financial Planning Association® (FPA®), the principal professional organization for CFP® professionals. FPA focuses on the advancement of CFP® professionals through a commitment to provide members with unique opportunities for professional development, business success, advocacy and community.

Based in New York City, Betterment is a fiduciary with one mission: to empower people to do what’s best with their money, so they can live better. Betterment has three business lines: Betterment for individual investors, Betterment for Advisors, and Betterment for Business.

Betterment is a member of FINRA/SIPC.

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